Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,650 | $211,288-77.9% | $178,540-73.9% | $145,884-68.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.90% | 30.27%-13.4pp | 27.15%-10.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $3,454 | $4,574-24.5% | $3,953-12.6% | $4,662-25.9% |
| Participant deferral / active EE | $7,956 | $6,967+14.2% | $6,281+26.7% | $6,690+18.9% |
| Admin fee / account holder | $5,542 | $12,105-54.2% | $10,424-46.8% | $13,392-58.6% |